Download Tools
Here are some great resources I have found.
You might also check my blog Idea Exchange for new information and discoveries.
I hope you find these useful. If you have other suggestions to share, please send me an email. I would be happy to consider posting them on the site or in my blog.
- Strategic Plan Template
This is a model used by Verne Harnish in “Mastering the Rockefeller Habits” which I highly recommend reading. Print out the template, and fill in the blanks. If you need support in better expressing and organizing your strategic plan, you can either read the book, or hire our services to work with you and your group.
Download a free copy of the Strategic Plan template.
Order a copy of the book Mastering the Rockefeller Habits.
Request a consultation about or schedule a strategic planning session.
- Employee Evaluation Form
This form was developed for Center City Proprietors Association, but it a great reference tool for any organization or company to use, to support you in communicating your needs and realizing the full potential of your employees.
- Evaluating Charities
Below are a few websites that provide information about charities, to help donors make more informed giving choices. Please do review the data they provide. Please contact me directly if you would like consulting services to better plan your donations.
Schedule a private consultation about charitable donations or sponsorships.
Click the links below for research on specific charities.
- Finding Funding for Charities
Since 1956, the Foundation Center has been the nation’s leading authority on philanthropy and is dedicated to serving grantseekers, grantmakers, researchers, policymakers, the media, and the general public. They are constantly adding to the comprehensive database some of which is available at no cost online, some through subscription services, through printed directories and guides, educational seminars, and at center-run libraries and cooperating collections. While they do not write grants or do the research for you, they direct you to resources that can help in this endeavor.
Givezooks is an online network for community-based philanthropy. Founded it 2007, leveraging the latest web capabilities, it harnesses the power of social networks, grassroots efforts and online fundraising to create the definitive giving marketplace for the next generation of philanthropy. Their goal is to empower nonprofits, donors, corporations and foundations to engage in a new model, providing a one-stop shop for all things philanthropic, with a local view.
- Starting and Running Your Business
A huge amount of information is available for free, and these are some of the finest websites for entrepreneurs, chockfull with guidance about getting started, preparing business plans, finding funding, marketing and growing your business, meeting challenges and changes, and most importantly, thriving!
Business Alliance for Local Living Economies
Ewing Marion Kauffman Foundation
- Running Your Organization
The most important resource for associations today is the American Society of Association Executives (ASAE), and its partner, The Center for Association Leadership (The Center). Their purpose is to help associations transform society through the power of collaborative action.
ASAE was founded in 1920, with membership including association CEOs, staff, industry partners, and consultants. The Center is the premier provider of learning and knowledge for the association community.
Together, ASAE and The Center produce learning experiences and expositions, publications, and serve as advocates for the profession. They serve more than 10,000 associations representing more than 287 million people and organizations worldwide.
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